James Sutphin Email & Phone Number
Sr. Trade Reconciliation Specialist, Equity Post Execution Trading @ Charles Schwab
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James Sutphin Location
- Parker, CO, US
James Sutphin Work
- 2024 -now Manager, Advisor Wealth Services Equity Post Execution Trading @
- 2016 -now Sr. Trade Reconciliation Specialist, Equity Post Execution Trading @
- 2016 -now Sr. Specialist, Institutional Trading at Charles Schwab @
- 2012 -2016 Schwab Private Client Associate Portfolio Consultant @
- 2006 -2011 Schwab Private Client Associate Portfolio Consultant @
- 2005 -2006 Advised Investing Signature Investment Representative @
- 2001 -2005 Operations Specialist II @
- 2000 -2001 Registered Representative I @
- 1999 -2000 Credit Analyst @
- 1997 -1999 Surety Bond Underwriter @ Reliance Surety Company
James Sutphin Education
- Old Dominion University 1996
James Sutphin Summary
- James Sutphin, based in Parker, CO, US, is currently a Sr. Trade Reconciliation Specialist, Equity Post Execution Trading at Charles Schwab. James Sutphin brings experience from previous roles at Charles Schwab and Schwab Private Client Investment Advisory, Inc.. James Sutphin holds a Old Dominion University. James Sutphin has 2 emails and 1 mobile phone numbers on RocketReach.
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